Private Tax Associate — High-Net-Worth, Hybrid, CTA Path

Saffery Champness; Leeds; Hybrid; GBP 42,000 - 60,000; Full time

Benefits offered by this job

35-hour week with hybrid policy

Pension scheme

25 days annual leave

Life Assurance

Profit-Sharing Plan

Job summary

Saffery Champness is seeking a skilled tax professional to manage a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries, from Leeds. You will prepare tax returns, business tax and CGT computations, and respond to client queries while liaising with HMRC.

The role offers the chance to commence or complete study toward Chartered Tax Adviser and operates on a 35-hour week with a hybrid work policy, plus strong benefits and a supportive team culture.

Qualifications

• Experience in running the day-to-day compliance affairs of a portfolio of clients reporting to a portfolio manager.
• Experience of supporting the delivery of ad hoc advisory work connected to the client.
• The ability to use their own initiative and to problem solve.
• Excellent organisational and interpersonal skills and provide accurate work in a timely and cost-effective manner.
• Confident communicator to liaise with the client, intermediaries and other internal departments to gather the clients tax return information to complete their annual return.
• Excellent IT skills.

Responsibilities

• Prepare tax returns for high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries.
• Prepare business tax and CGT computations.
• Prepare responses to client queries and deal with HMRC on clients' affairs.
• Support delivery of ad hoc advisory work tied to clients.

Skills

Self-motivated

Team player

Problem solving

Interpersonal skills

Excellent IT skills

Job description

Saffery Champness is seeking a skilled tax professional to manage a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries, from Leeds. You will prepare tax returns, business tax and CGT computations, and respond to client queries while liaising with HMRC.

The role offers the chance to commence or complete study toward Chartered Tax Adviser and operates on a 35-hour week with a hybrid work policy, plus strong benefits and a supportive team culture.